See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,472 | $110,261-20.7% | $95,745-8.6% | $139,434-37.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.62% | 27.11%-9.5pp | 28.35%-10.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $10,156 | $3,257+211.8% | $2,835+258.3% | $4,751+113.8% |
| Participant deferral / active EE | $8,982 | $4,676+92.1% | $4,245+111.6% | $6,710+33.9% |
| Admin fee / account holder | $216 | $6,613-96.7% | $5,678-96.2% | $11,403-98.1% |